You can get additional information about Account Management in the following ways:
This Guide contains detailed instructions on how to use the different functions in Account Management. Access this guide from one of the two locations in Account Management:
Many pages in Account Management contain additional brief information in the form of Explain links. Click an Explain link to display a popup window with additional information about a specific item on a page. For example, the following figure shows an Explain link on the Trade Confirmations page in the Report Management menu.
Contextual help is available for many of the menu items in the left pane. When contextual help is turned on, brief help text appears when you hold your mouse over each menu item.
To turn contextual help on and off
The link changes to Turn Off Contextual Help.
The My Account menu on our website contains links to a wealth of information about accounts and Account Management, including pages that describe IB’s policies on funds and banking, account and trading configuration, users and access rights, statements and reports, and forms and disclosures. Many of the topics in this Account Management Users Guide contain “For more information” links to these web pages when there is important supporting information.